Getting Started #
The Import action allows you to import records into the database. The standard import module offers limited options forcing you to do manual entry. The most commons uses are below.
- Import new configurations such as Departments.
- Import GL Journal Entries/JC Cost Adjustments or other batch tables.
- Import beginning balances for new implementations.
Summary Steps #
- Download the Table
- Enter New Records
- Format Table
- Validate Import
- Execute Import
Import Records #
The easiest way to know which columns will need values is to manually enter a single record in Vista. You will then download that record and use it as your guideline for entering the remaining records. You can skip this step if you’re comfortable importing into the specific table.
This example will walk through importing material categories since a standard Vista import template does not exist.
Click the Add Table button on the left side of the ribbon.
Search for the Table containing the records. The Vista form name usually works.
Either double-click on the Table or select it and click the Save Changes button.
The base SQL Statement will download all records and all columns. It is recommended to download the base statement and to not make changes using the Select, Join and Where buttons on the left side.
Click the Download Changes button to download the records.
You will see a table with the manually entered record (if you entered one).
Refer to the Helpful Buttons topic below if the table you downloaded has a lot of columns.
Add the remaining records to the table. In this example, 24 more categories are being added.
If you downloaded a sample record, change the *Action column to Import for all records that you want to import. This will exclude the sample record from the import or you can delete the sample record from the table.
If you want to import all records in the table then you do not have to update the *Action column.
Click the Format Table button on the ribbon. This will add missing default values like the MatlGroup column and format the values in each cell.
You will see Formatted in the *Result column.
The MatlGroup column now has default values applied.
Click the Validate Import button on the ribbon.
You want to see Validated in the *Result column for every marked record.
The worksheet color should also be Green.
If the *Result column says Failure then the *ErrorMsg column will tell you why.
With everything validated, click the Execute Import button.
Click the Yes button to confirm the Import.
Once the process finishes you will see Imported in the *Result column for the new records.
You can click the Download button again to see the records.
Helpful Buttons #
The Format Table button has a sub-menu with two buttons that help identify which columns will require a value.
- The Delete Empty Columns button will delete all columns that are empty.
- The Move Empty/Optional Columns button will move the empty and non-required fields to the end of the table. That leaves the required and columns that have some type of entry at the beginning of the table.
If you use either button make sure to use the Scraper feature to save the layout. If you do not save the layout and download again then it will revert back to the original all columns layout.